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All of our financial advisers are fully qualified and regulated by the Financial Conduct Authority.

Free tailor-made financial plan

Your first meeting won’t cost you a penny. If you go ahead we’ll explain the costs involved before you decide.

4.9 out of 5 on VouchedFor

We're one of the largest financial advice providers in the UK and are proud our customers rated us 4.9 out of 5 on VouchedFor.

We can help you maximise tax allowances, choose better investments and find the best way to access your pension.

Find out what happens next and how to get the most from your conversation.

Everything you need to know about our costs and charges.

How we can help

Our advice recommendations are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.

There’s a lot to retirement planning, it’s not all just about pensions. Our experts will create a made-to-measure plan you can call your own – one that makes the most of what you’ve got, tax-efficiently.

There are different ways you can do this, and some will be better suited to you than others. We’ll recommend an approach that matches your needs.

If you’ve got a few pensions dotted around, you could bring them together. We’ll advise what this means for you, and whether or not it’s a good idea.

This forms the bedrock of financial wellbeing. A carefully considered approach could help you achieve your goals, and we’ll ensure your money is working as hard as possible.

Protection cover can ease the financial burden on your family in the event of death or serious illness. This will look different for everyone, and we’ll ensure yours is just right.

The average Inheritance Tax bill in 2020/21 was £214,000. We’ll help minimise how much you pay, so you don’t leave loved ones with a costly surprise.  

Here's what our clients have to say

“Very professional regarding all aspects, details explained in an excellent manner and easy to understand.”

 

Malcolm T, May 2024 

“Excellent support and information received annually. Always available if I need additional information.”

 

Phillip P, June 2024

“Very pleased with the service, very polite, professional, and I'm kept well informed with information about my policy."

 

Peter W, May 2024

Financial advice really can make a difference

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“M&G Wealth Advice” is a trading name of M&G Wealth Advice Limited which is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.